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Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Purchasing homeowners insurance is critical for protecting your home.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
For many, retirement includes contributing their time and talents to an organization in need.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Your credit score may influence how much you pay for auto and home insurance.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When do you need a will? The answer is easy: Right Now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When you retire, how will you treat your next chapter?
Preparing for the unexpected can make all the difference if your family relies on your income.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.